First Republic Investment Management, Inc. Schwab Fundamental U S Large C Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 15,046 shares of FNDX stock, worth $376,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,046
Previous 14,615 2.95%
Holding current value
$376,150
Previous $841,000 0.12%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
BUY
$55.81 - $59.78 $24,054 - $25,765
431 Added 2.95%
15,046 $842,000
Q2 2023

Jul 28, 2023
SELL
$53.84 - $57.58 $72,899 - $77,963
-1,354 Reduced 8.48%
14,615 $841,000
Q1 2023

May 11, 2023
SELL
$52.49 - $57.54 $25,615 - $28,079
-488 Reduced 2.97%
15,969 $877,000
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $318,088 - $371,748
6,568 Added 66.42%
16,457 $879,000
Q3 2022

Nov 03, 2022
SELL
$47.76 - $56.79 $136,307 - $162,078
-2,854 Reduced 22.4%
9,889 $472,000
Q2 2022

Aug 16, 2022
BUY
$49.93 - $59.29 $167,914 - $199,392
3,363 Added 35.85%
12,743 $649,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $20,612 - $22,282
372 Added 4.13%
9,380 $549,000
Q4 2021

Feb 09, 2022
SELL
$54.44 - $58.74 $247,810 - $267,384
-4,552 Reduced 33.57%
9,008 $528,000
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $104,213 - $111,079
1,973 Added 17.03%
13,560 $732,000
Q2 2021

Aug 16, 2021
BUY
$52.09 - $56.08 $392,081 - $422,114
7,527 Added 185.39%
11,587 $634,000
Q1 2021

May 14, 2021
BUY
$44.75 - $52.45 $181,685 - $212,947
4,060 New
4,060 $210,000
Q1 2020

May 13, 2020
SELL
$27.15 - $43.59 $163,171 - $261,975
-6,010 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$38.15 - $42.78 $13,734 - $15,400
360 Added 6.37%
6,010 $257,000
Q3 2019

Nov 08, 2019
BUY
$39.35 - $40.14 $222,327 - $226,791
5,650 New
5,650 $223,000
Q2 2019

Aug 07, 2019
SELL
N/A
-5,992 Closed
0 $0
Q1 2019

Apr 30, 2019
SELL
N/A
-30,914 Reduced 83.76%
5,992 $227,000
Q4 2018

Feb 12, 2019
BUY
N/A
1,269 Added 3.56%
36,906 $1.25 Million
Q3 2018

Nov 13, 2018
BUY
N/A
35,637 New
35,637 $1.41 Million

Others Institutions Holding FNDX

# of Institutions
698
Shares Held
594M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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